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Houlihan Lokey

415 hedge funds and large institutions have $7.19B invested in Houlihan Lokey in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 137 increasing their positions, 157 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $7.12M | Put options by funds: $1.5M

51% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 37

6% more capital invested

Capital invested by funds: $6.81B → $7.19B (+$381M)

4% more funds holding

Funds holding: 400415 (+15)

0.48% less ownership

Funds ownership: 101.94%101.46% (-0.48%)

13% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 157

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
415
Holders Change
+15
Holders Change %
+3.75%
% of All Funds
5.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
56
Increased
137
Reduced
157
Closed
37
Calls
$7.12M
Puts
$1.5M
Net Calls
+$5.62M
Net Calls Change
-$323K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$695M +$6.4M +48,879 +1%
BlackRock
2
BlackRock
New York
$674M +$2.66M +20,324 +0.4%
EARNEST Partners
3
EARNEST Partners
Georgia
$442M +$8.16M +62,314 +2%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$416M +$4.99M +38,155 +1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$268M -$3.78M -28,879 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$231M +$3.96M +30,237 +2%
State Street
7
State Street
Massachusetts
$215M -$606K -4,632 -0.3%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$193M +$14M +106,882 +8%
BAMCO Inc
9
BAMCO Inc
New York
$174M -$636K -4,861 -0.4%
FMI
10
Fiduciary Management Inc
Wisconsin
$164M +$1.5M +11,438 +0.9%
BAM
11
Burgundy Asset Management
Ontario, Canada
$161M -$39.8M -304,066 -20%
Bank of America
12
Bank of America
North Carolina
$148M +$487K +3,720 +0.3%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$134M -$1.85M -14,149 -1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$127M +$4.78M +36,531 +4%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$125M -$9.53M -72,824 -7%
Ameriprise
16
Ameriprise
Minnesota
$118M -$4.24M -32,365 -4%
ClearBridge Investments
17
ClearBridge Investments
New York
$117M -$10.5M -80,587 -9%
Capital International Investors
18
Capital International Investors
California
$107M +$62.8K +480 +0.1%
SEI Investments
19
SEI Investments
Pennsylvania
$105M +$5.92M +45,205 +6%
Norges Bank
20
Norges Bank
Norway
$96.8M +$13.2M +101,157 +16%
VBA
21
Van Berkom & Associates
Quebec, Canada
$88.9M -$5.87M -44,870 -6%
AllianceBernstein
22
AllianceBernstein
Tennessee
$88.1M -$1.74M -13,301 -2%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$84.4M -$433K -3,308 -0.5%
Northern Trust
24
Northern Trust
Illinois
$81.7M +$2.89M +22,087 +4%
Morgan Stanley
25
Morgan Stanley
New York
$75.9M -$23.5M -179,335 -24%